See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,622 | $167,307+98.2% | $143,757+130.7% | $134,475+146.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.65% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,929 | $5,619-47.9% | $4,951-40.8% | $4,740-38.2% |
| Participant deferral / active EE | $6,365 | $6,446-1.3% | $5,637+12.9% | $6,400-0.5% |
| Admin fee / account holder | $118 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |